Cedar Mountain Advisors, LLC SNDK — SANDISK CORP COM

Ownership history in Cedar Mountain Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Cedar Mountain Advisors, LLC reported SANDISK CORP COM (SNDK) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows SNDK at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SNDK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cedar Mountain Advisors, LLC's position in SANDISK CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SNDK was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SNDK stock page Cedar Mountain Advisors, LLC fund profile Cedar Mountain Advisors, LLC full holdings
How Cedar Mountain Advisors, LLC held SNDK — position size vs. price
% of Fund (quarterly)    SNDK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 57 — 0% 0.02% $130K 2026-07-02 $1745.00
2026 Q1 ADDED — — — 57 +55 +2750.0% 0.01% $36K 2026-04-30 $1096.51
2025 Q4 REDUCED 90.9% +167.7% ❌ 2 -20 -90.9% 0.00% $475 2026-02-11 $599.34
2025 Q3 INITIATED — — — 22 — — 0.00% $2K 2025-10-24 $186.16

🏢 Other funds also holding SNDK

As of 2026 Q2 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.11% CX Institutional 3Y 7Y 0.05% Hilltop National Bank 0.04% First Financial Bank - Trust Division 3Y 7Y 0.04% KERR FINANCIAL PLANNING Corp 0.04% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.04% EASTERN BANK 3Y 7Y 0.0% Kozak & Associates, Inc. 3Y 0.0% Noble Wealth Management PBC 0.0%

FAQ About Cedar Mountain Advisors, LLC and SNDK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cedar Mountain Advisors, LLC reported owning SNDK?

Cedar Mountain Advisors, LLC reported SNDK across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SNDK position in Cedar Mountain Advisors, LLC's portfolio?

The largest reported portfolio weight for SNDK was 0.02% in 2026 Q2.

What is the latest reported SNDK position on this page?

The most recent filing on this page is 2026 Q2, when Cedar Mountain Advisors, LLC reported 57 shares, equal to 0.02% of portfolio, with an estimated market value of $130K.

What does the chart on this SNDK ownership page compare?

The chart compares Cedar Mountain Advisors, LLC's quarterly SNDK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cedar Mountain Advisors, LLC time their SNDK position?

Based on 13F filing dates vs. subsequent SNDK price moves, Cedar Mountain Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SNDK relative to SPY over the holding period was +2116.3%.

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